Open exceptions
A count of items still in a review state.
Dashboard
The dashboard is a status board: open exceptions, runs awaiting review, failed workflows, recent reconciliations, clients that need attention, report status, and automation status. The figures below are a synthetic preview, not live data.
Sample preview
Synthetic UI preview. Not live customer data.
Across recent runs
Runs finished, not checked
Vendor batch could not read a file
Bank job waiting on upload
When several clients, vendors, or entities are in flight, the risk is losing the thread: which run failed, which queue is still open, which scheduled job did not start. An operations view answers those questions without opening every run.
How it works
Step 1
See counts for open work and failed jobs.
Step 2
Drill into a run, exception queue, or automation.
Step 3
Review, rerun, or export from the run itself.
What this workflow is designed to do with uploaded files.
A count of items still in a review state.
Completed jobs that have not been checked or approved.
Jobs that did not finish, so they are not mistaken for a clean rec.
The latest runs, with enough context to open the right one.
Firm views can highlight workspaces with open work.
Whether an export or pack has been produced for a run.
Scheduled jobs that ran, waited, or failed.
Monday morning the overview shows 42 open exceptions, three runs awaiting review, one failed vendor batch, and a weekly bank automation that is waiting on a file. That is the day’s list — sample numbers, not a live workspace.
A dashboard is useful when it is honest about being a snapshot of stored runs. It does not invent live bank balances or claim real-time feeds this product does not have on the public site.
Continue with the workflows that usually sit next to this one.
No. They summarize runs and queues already stored in AuditExport. Previews on this page are synthetic.
Visibility follows role-based access in the workspace.
No. It points to work. Approval happens on the run.
Create a workspace and use the overview to find queues, failed jobs, and scheduled runs.